See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,578 | $109,413-82.1% | $156,263-87.5% | $84,808-76.9% |
| Participation rate | 52.6% | 72.7%-20.1pp | 78.9%-26.3pp | 68.3%-15.7pp |
| Annual return | 18.44% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $736 | $2,907-74.7% | $4,333-83.0% | $2,631-72.0% |
| Participant deferral / active EE | $2,001 | $4,590-56.4% | $6,158-67.5% | $4,212-52.5% |
| Admin fee / account holder | $1,018 | $9,357-89.1% | $14,255-92.9% | $7,344-86.1% |